According to TrendForce Jibang Consulting's latest MLCC industry research, as AI applications move from model training to inference and AI agents, the demand for CPUs gradually increases. Since each CPU needs to be equipped with a power module and DDR5 memory, the amount of high-capacity MLCC around the CPU motherboard and memory module has doubled, and supply is tight. Nvidia's Vera Rubin is expected to be released month by month in the fourth quarter of 2026, and the Chaowei MI450 is expected to have a serious shortage of high-end MLCCs in the first and second quarters of 2027. The gap will continue until the first half of 2027. The pricing dominance is still on the seller's side. Negotiations for the first quarter of 2027 will begin in November 2026, and there is a relatively high chance that Japanese manufacturers will follow up on Samsung Electric's price increase.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.